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Menu Planning

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Menu Planning

Idaho School Nutrition Reference Guide

OVERVIEW
Good menu planning involves consideration of the entire food service operation. For sponsors
participating in the National School Lunch Program (NSLP) and School Breakfast Program (SBP),
the menu needs to meet federal meal pattern requirements in order to qualify to receive
reimbursement for meals served. The meal pattern requirements are set by the United States
Department of Agriculture (USDA) and are based on the Dietary Guidelines for Americans.
Menu planning should consider students’ preferences and take into account details such as
kitchen equipment, serving location, food costs, labor budget, staff skills, product availability,
and food safety. Planning menus also includes thinking about how individual foods work
together in regards to taste, appearance, and aroma and the possibility of incorporating local
foods.

TERMS TO KNOW
Cycle Menu - A menu developed for a certain length of time and repeated on a periodic basis.
The menu is different for each day during the cycle.

Dietary Guidelines for Americans – Written guidelines intended for ages two years and over,
jointly issued and updated every five years since 1980 by the USDA and the Department of
Health and Human Services. The Guidelines encourage Americans to consume a nutritious diet,
focusing on foods and beverages that help achieve and maintain a healthy weight, promote
health, and prevent disease.

Standardized Recipe – A recipe that has been tried, adapted, and retried several times for use
by a food service operation and has been found to produce the same good results and yield
every time when the exact procedures are followed with the same type of equipment and the
same quantity and quality of ingredients.

Whole Grain-Rich (WGR) – Whole grain-rich products must: meet portion size requirements for
the grains component; have at least 50 percent of the grains in the product as whole grains;
have all the grains in the product be whole or enriched; have whole grain as the primary
ingredient by weight (non-mixed dishes) or as the primary grain ingredient by weight (mixed
dishes). For further information, see the Whole Grain Resource link listed in the Additional
Resources section under the Lunch Meal Pattern heading.

WHAT IS MENU PLANNING?


For purposes of federal meal programs, menu planning is a process to help ensure a healthful
diet within the parameters of the NSLP and the SBP meal patterns. Menu planning should

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provide a variety of foods, low in saturated fat, and moderate in sodium, total fat, and sugar,
with no trans-fat. The Nutrient Analysis Protocols guidance manual is available in MyIdahoCNP
in Download Forms. Please refer to the Breakfast Meal Pattern and Lunch Meal Pattern sections
in the Idaho School Nutrition Reference Guide for information as well.

Suggestions for menu planning success:


• Set aside a time and place for uninterrupted menu planning
• Have reference materials handy (i.e., meal pattern requirements)
• Plan menus for one week at a time
• Confirm foods are creditable (i.e., grains are whole grain-rich)
• Utilize USDA foods
• Balance higher-cost foods with lower-cost foods over several days or a week
• Think about the equipment and time you have available
• Plan the main dish first; the main entrée may also contain grains and/or vegetables
• Plan side dishes to meet the remainder of the meal pattern requirements
• Serve a variety of foods, making sure that the same foods are not repeated more than
once a week
• Include foods that are different shapes - round, square, rectangular, wedge-shaped
• Include foods that are different colors - tan, brown, yellow, orange, red, bright green
• Include foods that are different textures - soft, fluffy, crunchy, crisp, creamy, smooth
• Include foods that have different tastes - sweet, sour, tart, spicy, mild
• Introduce new foods along with familiar foods
• Consider suggestions from students and parents
• Use low fat, low sodium products
• Consider offering a salad bar as this helps plan for vegetable subgroups
• Use cycle menus, advantages include:
 Efficiency / time savings due to food preparation familiarity
 Better forecasting for food purchasing due to production record information
 Ease of altering menu or substituting foods not available with another similarly
creditable food
 Potential to try new foods and recipes
 Ability to take advantage of food bargains and foods in season
 Using leftovers wisely
 Ensuring nutrition standards are met
• Use standardized recipes, advantages include:
 Ensuring product quality by
o Consistently providing high quality food items
o Yielding the same amount of product each time
o Providing consistent portion sizes
 Ensuring consistency by
o Accurately predicting the number of portions from each recipe
o Eliminating excessive amounts of leftovers and substitutions
 Controlling costs by

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o Specifying exact amounts of ingredients
o Managing purchases and storage
 Ensuring good results by
o Encouraging more confidence in food service workers
o Assuring managers that the nutrient analysis will be accurate as long as
ingredients and preparation methods remain the same
o Increasing student satisfaction with consistent food quality
• Use the Food Buying Guide for School Meal Programs:
 If you do not have a Child Nutrition Label (CN Label) or product formulation
statement (PFS) and the food is listed in the guide
 To determine the type of food used (e.g., fresh, frozen, canned, whole, diced, etc.)
 To determine how much of a food to purchase
 To determine how a recipe contributes to the meal pattern

CN Label
The USDA Child Nutrition (CN) Labeling Program provides food manufacturers the option to
include a standardized food crediting statement on their product label, such as the specific
portion of a meat/meat alternate, grain, and/or vegetable/fruit component of the meal pattern
requirements. CN Labels must be authorized by USDA Food Nutrition Service (FNS) prior to use
and manufacturers must have quality control procedures and inspection oversight that meet
the FNS requirements.
• Keep CN label documentation on file for three years plus the current year
• CN labels that are photographed or photocopied must be visible and legible
• CN labels must be the most current; a new CN label must be filed anytime a product
changes and the documentation on file must match the food products being served
• CN labels expire after five years from the approval date

Product Formulation Statement (PFS)


A product formulation statement has the product name, company letterhead, formulation,
signature from an official company representative, and it demonstrates how the product meets
the meal pattern. SFAs should have a copy of the food label from the purchased product in
addition to the product formulation statement. PFS are only needed when a processed product
does not have a valid CN label.
• Keep PFS documentation on file for three years plus the current year
• PFS must be the most current; a new PFS must be filed anytime a product changes and
the documentation on file must match the food products being served
• Product formulation statements expire after five years from the signed date

USDA Foods Fact Sheet


The FNS provides documentation on USDA foods, including nutrition information, product
description, and crediting. Please see the USDA Foods section in the Idaho School Nutrition
Reference Guide.

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Fruits and Vegetables
Familiarity may increase acceptance of foods, so it is advantageous that fruit and vegetables be
served daily (with specific vegetable subgroups offered weekly) in the NSLP and fruit/vegetable
in the SBP. Salad bars can be especially helpful in meeting vegetable subgroup requirements in
the NSLP.

Whole Grain-Rich
School meals offer the goodness of whole grains. Whole grains provide B vitamins, minerals,
and fiber to help students feel full longer, stay alert, and concentrate at school. All grains
offered as part of school lunch and breakfast must be whole grain-rich. The flexibility of
attaining an exemption to serve non-whole grain rich grain items is available; although a waiver
demonstrating a decrease in participation that is linked to whole grain rich requirements will be
needed to receive an exemption. A waiver request form is available through the state agency;
waivers must be applied for on an annual basis.

Dietary Specifications
Upon state agency administrative review for nutrient analysis, menus are analyzed for
compliance in meeting nutrient standards/dietary specifications. Please refer to The Nutrient
Analysis Protocol guidance manual. As a general rule, if menus meet the meal pattern
requirements (documented with meal certification worksheets) and low sodium, low fat
products are used, the menus should be compliant with the dietary specifications of saturated
fat, trans fat, sodium, and calories averaged over a one-week period of time. Please refer to the
USDA meal pattern for dietary specifications by age-grade group.

Saturated Fat
The standard specification of less than 10% of total calories as saturated fat applies to the
average daily percent of saturated fat found in a week of reimbursable meals. Discretionary
sources of calories, such as solid fats, may be added to the menu as long as the menu stays
within the specifications for calories, saturated fat, and sodium.

Trans Fat
There are two sources of trans fat, also known as trans fatty acids:
• Trans fat formed naturally - produced by some grazing animals, so small quantities of
trans fat can be found in animal products, such as meat.
• Trans fat formed during food processing - created when vegetable oil is made more
solid (a process called hydrogenation). Partially hydrogenated oils are used by food
manufacturers to improve the texture, shelf life, and flavor stability of foods. About half
of the trans fat Americans consume is from processed foods and partially hydrogenated
oils are the main source of this type of trans fat.
Per USDA guidance, trans fat should be eliminated since it raises blood cholesterol, which
increases the risk for developing heart disease.

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Low Sodium
Sodium, also known as salt, is often added to foods during processing, cooking, or at the table.
While the body needs some sodium, almost everyone eats more than the body needs. Schools
participating in the NSLP and SBP play an important part in efforts to reduce the amount of salt
consumed by offering lower sodium versions of foods and by flavoring foods with sodium-free
spices and herbs.

Calories
Please refer to the meal pattern for breakfast and for lunch, noting the age-grade group
differencing regarding calorie ranges. Remember that dietary specifications, including calories,
are averaged over a one-week period of time.

Buy American
The William F. Goodling Child Nutrition Reauthorization Act of 1998 added a new provision
requiring SFAs to purchase domestically grown and processed foods, to the maximum extent
practical. Purchases made in accordance with the Buy American provision must still follow the
applicable procurement rules calling for free and open competition. There are two situations
which may warrant a waiver to permit purchases of foreign food products:
• The product is not produced or manufactured in the U.S. in sufficient and reasonable
available quantities of a satisfactory quality.
• Competitive bids reveal the costs of a U.S. product is significantly higher than the
foreign product.
Documentation to support all purchasing decisions is required. Please reference SP 38-2017:
Compliance with and Enforcement of the Buy American Provision in the National School Lunch
Program for more information.

Local Foods
The USDA defines a locally grown food as one that has traveled no more than 400 miles to its
final destination for sale and consumption. There are several benefits to buying locally: better
food, a better local economy, and a better local environment. Idaho Preferred is a website that
contains information such as locating local farmers markets as well as food stores who offer
locally grown foods. Additionally, there are recipes available along with a variety of other
resources.

Salad Bars
USDA encourages the use of salad bars in the school meal programs. Salad bars have the
potential to improve nutrition and encourage the consumption of fruits, vegetables, and
legumes. In addition to the nutritional benefits, salad bars may lower plate waste in school
feeding programs. While there are many benefits of salad bars, USDA is cognizant that salad
bars are not always a viable option in some school food service operations. USDA encourages
SFAs to incorporate salad bars into their school food service operations when possible, and to
explore other creative options when salad bars are not an option.

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Substitutions
Occasionally it may be necessary to make a substitution to a planned menu for reasons such as
food not delivered, the incorrect product delivered, or food unavailability. If a food needs to be
substituted, it must meet the same nutritional meal component requirement as the food it is
substituting. The substitute must be noted on the production record.

Production Records
Keeping accurate and organized production records are a critical component to being a
successful menu planner. Production records ensure the staff prepares the correct menu items
in the correct portion sizes to fit the required meal pattern. Production records also provide a
record that reimbursable meals were served, which is very important for proof of meal pattern
compliance for state agency administrative reviews. A lack of production records or incomplete
production records could result in the school not receiving reimbursement for the meals, if
there is no proof that reimbursable meals were served. Please see the Production Records
section in the Idaho School Nutrition Reference Guide for information.

WHY IS MENU PLANNING IMPORTANT?


Planning menus utilizing the SBP and the NSLP requirements helps ensure creation of the best
school meals possible, offers nutrition to support learning and growth, models the
development of good eating habits, and contributes to sustaining health now and in the future.
Healthy eating patterns formed during childhood are attributed to healthier eating patterns in
later years. By choosing the reimbursable meal, students are assured a meal that meets
national nutrition standards and complies with the recommendations of the most up to date
Dietary Guidelines for Americans.

RESOURCES
Additional resources may be available for this topic. Please check the Idaho School Nutrition
Reference Guide website for copies of manuals, user guides, and helpful links to relevant
subject matter.

For Questions Contact


Child Nutrition Programs
Idaho State Department of Education
650 W State Street, Boise, ID 83702
208 332 6820 | https://www.sde.idaho.gov

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USDA Nondiscrimination Statement

In accordance with federal civil rights law and U.S. Department of Agriculture (USDA) civil rights
regulations and policies, this institution is prohibited from discriminating on the basis of race,
color, national origin, sex (including gender identity and sexual orientation), disability, age, or
reprisal or retaliation for prior civil rights activity.

Program information may be made available in languages other than English. Persons with
disabilities who require alternative means of communication to obtain program information
(e.g., Braille, large print, audiotape, American Sign Language), should contact the responsible
state or local agency that administers the program or USDA’s TARGET Center at (202) 720-2600
(voice and TTY) or contact USDA through the Federal Relay Service at (800) 877-8339.

To file a program discrimination complaint, a Complainant should complete a Form AD-3027,


USDA Program Discrimination Complaint Form which can be obtained online
at: https://www.usda.gov/sites/default/files/documents/USDA-OASCR%20P-Complaint-Form-
0508-0002-508-11-28-17Fax2Mail.pdf, from any USDA office, by calling (866) 632-9992, or by
writing a letter addressed to USDA. The letter must contain the complainant’s name, address,
telephone number, and a written description of the alleged discriminatory action in sufficient
detail to inform the Assistant Secretary for Civil Rights (ASCR) about the nature and date of an
alleged civil rights violation. The completed AD-3027 form or letter must be submitted to USDA
by:

1. mail:
U.S. Department of Agriculture
Office of the Assistant Secretary for Civil Rights
1400 Independence Avenue, SW
Washington, D.C. 20250-9410; or
2. fax:
(833) 256-1665 or (202) 690-7442; or
3. email:
[email protected]

This institution is an equal opportunity provider.

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